AW
WTW icon

Avion Wealth’s Willis Towers Watson WTW Stock Holding History

Avion Wealth’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4K Buy
16
+4
+33% +$1.07K ﹤0.01% 891
2026
Q1 		$3K Sell
12
-8
-40% -$2.46K ﹤0.01% 824
2025
Q4 		$6K Sell
20
-7
-26% -$2.29K ﹤0.01% 640
2025
Q3 		$9K Buy
27
+6
+29% +$1.94K ﹤0.01% 524
2025
Q2 		$6K Buy
21
+6
+40% +$1.86K ﹤0.01% 605
2025
Q1 		$4K Hold
15
– – ﹤0.01% 615
2024
Q4 		$4K Buy
15
+5
+50% +$1.53K ﹤0.01% 613
2024
Q3 		$2K Buy
10
+2
+25% +$560 ﹤0.01% 736
2024
Q2 		$2K Buy
8
+2
+33% +$516 ﹤0.01% 661
2024
Q1 		$2K Buy
6
+2
+50% +$526 ﹤0.01% 803
2023
Q4 		$1K Buy
4
+2
+100% +$462 ﹤0.01% 1029
2023
Q3 		$0 Sell
2
-7
-78% -$1.49K ﹤0.01% 1237
2023
Q2 		$2K Buy
9
+4
+80% +$922 ﹤0.01% 511
2023
Q1 		$1K Buy
+5
New +$1.21K ﹤0.01% 499

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's WTW Position: Q2 2026 in Review

Avion Wealth increased its Willis Towers Watson (WTW) stake by 33% in Q2 2026, buying an estimated $1.07K and bringing the position to 16 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Avion Wealth first reported a position in WTW in Q1 2023 and has held it in 14 quarters since. The position peaked at $9K in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Avion Wealth held 16 shares of Willis Towers Watson worth $4K as of Q2 2026.
  • Avion Wealth bought 4 Willis Towers Watson shares in Q2 2026, an estimated $1.07K.
  • Willis Towers Watson made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #891 holding.
  • Avion Wealth first reported a position in Willis Towers Watson in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Willis Towers Watson position peaked at $9K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.